To send an email to a client, open the relevant conversation first. Then click the Email button at the bottom left of the conversation window. A message box will appear where you can compose and send your email within that conversation, keeping all communication in one place.

Adding Email Information

Before sending, fill in the following fields to make sure your email is clear and reaches the right people:

  1. Sender Information: This will be the name and email address shown to the contact
  2. Recipient information: Here, you include the Recipient's email as well as CC or BCC any extra recipients needed.
  3. Email Subject: This will be the first line of text displayed to the recipients once they receive the email.

Formatting Options

You can format your email just as you would in a standard email client by clicking the A icon, which opens the formatting options.

Custom Values

You can personalise your emails by adding custom values based on information provided by customers in forms, surveys, and appointment calendars. To add a custom value, click the "{…}" icon at the bottom of the message box. A list of available custom values will appear. Click the one you want and the custom value key will be inserted into your email. When the email is sent, that key is replaced with the corresponding information.

To add a link, click the link icon at the bottom of the message box. A pop-up will appear where you can paste your URL and choose whether the link opens in the same tab or a new one.

Adding Files

If you need to send a document or image, click the paper clip icon at the bottom of the message box, then pick an upload method and add your file.

Using Email Templates

To use an email template you've already set up in the CRM, click the paper icon at the bottom of the message box.

A list of your snippets organised in folders will appear. Click the template you want to load it into the message box.

Requesting Payment

To request a payment, click the dollar sign at the bottom of the message box.

A pop-up will appear where you can fill in the details of your payment request. Once you've completed all the fields, click the Copy link and mark it as sent button.

Collapse Message Box

You can collapse the message box by clicking the line icon.

Clear Text Box

To clear your message and start again, click the exed-out arrow button at the bottom of the message box. There is no reversing this action.

Send Email

Send Now

To send your email straight away, click the Send button.

Scheduling Emails

To schedule your email for later, click the downward-pointing arrow next to the Send button, then select Send Later.

A scheduling window will appear where you can set:

  • Date: The date you would like to send the message.
  • Time: Select the time you prefer.
  • Time zone: Input the time zone. You can use the recommended time zones (your account or system timezone) or choose from the rest of the list.

Once these details have been set, click the Send schedule to save your preferences.

AI Scheduling

You can also select the AI Scheduler option to time your emails for maximum engagement.

Choose a time window (for example, the next 48 hours), then click "Send with AI Optimisation" to have the AI review the recipient's historical engagement patterns.

From all predicted high-engagement moments, the AI selects the best possible time within your chosen window to send the message.

Cancel Scheduled Message

If you haven't yet clicked Send schedule and want to discard a scheduled message, click the Cancel button.

If you've already clicked Send Later and want to cancel the scheduled message, click the Cancel button at the top of the message box.

You'll be asked to confirm the deletion.

Make sure to cancel before the intended send date to prevent the email from going out.